Associates

• Doug Horn, CFP®

  Founder and CERTIFIED FINANCIAL PLANNER™

• Teresa Horn

  Relationship Manager

• Shane Smith, CFP®

  CERTIFIED FINANCIAL PLANNER™

• Jennifer Hunt

  Executive Assistant

• Kim Kucmierz

  Administrative Assistant

• Joan Morris

  Accountant

• Danielle Roberson

  Client Service Associate

• Iveth Bonilla

  Tax Accountant

• Megan Hamer, FPQP™

  Client Service Associate